瑞达期货集运指数（欧线）期货日报-20250714

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - On Monday, the futures prices of the container shipping index (European line) rose collectively. The main contract EC2508 closed up 0.53%, and the far - month contracts closed up 2 - 4%. The latest SCFIS European line settlement freight rate index was 2421.94, up 163.9 points from last week, a 7.3% week - on - week increase. The continuously rising spot indicators suggest that the previous price increase announcements by leading shipping companies are likely to succeed, reducing the market's concerns about peak - season freight rates and driving up the futures prices of the container shipping index (European line). The US economic data indicates potential challenges in future economic activities. The eurozone economy shows signs of bottoming out, but the manufacturing industry is still under pressure. Amid trade - war uncertainties and weak demand expectations for the container shipping index (European line), the futures prices fluctuate greatly. However, the rapid recovery of spot - end price indicators may drive up the futures prices in the short term. Investors are advised to be cautious and track geopolitical, shipping capacity, and cargo volume data [1] Summary According to Relevant Information Futures Market Data - EC main contract closing price (EC2508): 2027.200, up 55.40; EC secondary main contract closing price: 1440.7 - EC2508 - EC2510 spread: 586.50, down 62.10; EC2508 - EC2512 spread: 446.70, down 43.00 - EC contract basis: 394.74, up 167.30 - EC main contract open interest: 27891, down 1009 [1] Spot Market Data - SCFIS (European line) (weekly): 2421.94, up 163.90; SCFIS (US West Coast line) (weekly): 1266.59, down 291.18 - SCFI (composite index) (weekly): 1733.29, down 30.20; Container ship capacity (in ten thousand TEUs): 1227.97, unchanged - CCFI (composite index) (weekly): 1313.70, down 29.29; CCFI (European line) (weekly): 1726.41, up 32.11 - Baltic Dry Index (daily): 1663.00, down 198.00; Panamax Freight Index (daily): 1860.00, down 137.00 - Average charter price (Panamax ship): 13829.00, up 968.00; Average charter price (Capesize ship): 15814.00, up 2834.00 [1] Industry News - US President Trump announced that he will impose a 35% tariff on Canadian products starting from August 1st and will make a "major statement" on Russia on July 14th (local time). His threat to impose a 30% tariff on EU goods is regarded as a negotiation strategy by EU officials. The EU is committed to resolving the issue through negotiation with the US. - The State - owned Assets Supervision and Administration Commission of the State Council requires accelerating the research and development of key core technologies, promoting the construction of innovation platforms, strengthening the supply of common technologies, and enhancing basic research to achieve high - level scientific and technological self - reliance. It also emphasizes guiding state - owned capital to focus on forward - looking and strategic emerging industries and developing strategic emerging and future industries [1] Upcoming Data Releases - July 15, 10:00: China's Q2 GDP annual rate, China's June social consumer goods retail sales year - on - year, China's June industrial added value of above - scale industries year - on - year, China's June year - to - date urban fixed - asset investment year - on - year - July 15, 17:00: Eurozone's May industrial production monthly rate - July 15, 20:30: US June unadjusted CPI annual rate, US June seasonally adjusted CPI monthly rate [1]